Elevation Wealth Partners LLC

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United States
Walnut Creek, CA
Elevation Wealth Partners LLC

Elevation Wealth Partners helps clients grow their personal capital and maximize their assets - freeing them of worry and achieving their financial goals.

We have offices in Walnut Creek and Santa Rosa. Founded in 1999, ZRC Wealth Management, LLC is a San Francisco Bay Area based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. Clients of ZRC receive high touch service and comprehensive financial advice. As an independent and

privately held firm – ZRC specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary – ZRC places the interests of clients above all else. While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. ZRC is fee-only - meaning we are solely compensated by our clients - reducing conflicts of interest and aligning their goals with ours. Through offices in Walnut Creek, Santa Rosa, and Petaluma we serve hundreds of clients throughout California and across the globe. If you are interested in becoming one of our valued clients - simply call or email the firm to schedule a Discovery Meeting and see if we might be a fit.

01/22/2026

What if the best way to handle market volatility is a little distance? In our latest Q4 update, we look at why zooming out can help investors stay grounded and avoid costly short-term decisions.

Review 2025 market performance across U.S. and international stocks, bonds, and real assets, with insights into returns by asset class and market trends.

01/01/2026

We are excited to share that we are hiring for a Client Service Associate. This is a great opportunity to join an extremely successful and rapidly growing, independent wealth management firm. Besides working with the most wonderful clients in the world, we offer a high-tech, flexible work environment, competitive compensation and benefits, and the opportunity to grow professionally.

Elevation Wealth Partners is hiring a Client Service Associate in Northern California. Hybrid role supporting client service, advisor operations, and wealth management workflows.

12/02/2025

Now that we’re all back from overindulging at Thanksgiving… did anyone get a chance to try one of these recipes from our team?

Explore Thanksgiving recipes from our team, including classic sides, soups, and seasonal favorites—perfect for planning your holiday menu.

11/11/2025

As we get closer to year-end, we receive a lot of questions about how best to make gifts and donations. Our colleague Steve Block wrote a great article about how to make sure your child or grandchild is actually ready to receive such a gift.

Teach kids smart money habits early—learn practical ways to raise financially responsible children through chores, saving, and family values.

10/27/2025

Kicking off the week with insight from Steve Block — the best treat for your kids isn’t Halloween candy or cash, it’s financial wisdom.

Teach kids smart money habits early—learn practical ways to raise financially responsible children through chores, saving, and family values.

10/25/2025

With rates moving lower again, understanding how it affects your portfolio is more important than ever.

Learn what the Fed’s 2025 rate cuts mean for investors. Explore whether it signals a soft landing or slowdown—and how to adjust your portfolio wisely.

10/23/2025

Dive into our Q3 update to see the full breakdown of what drove the market and why staying on the sidelines could cost you.

Global markets ended Q3 strong as stocks and bonds rallied, led by U.S. gains, Fed rate cuts, and resilient tech and consumer spending.

10/20/2025

Our 3rd Quarter Market Review slides are now available. Take a look at the latest market trends and insights from our team.

Explore world capital market performance in Q3 2025: US & international stock/bond returns, major global events, and investment themes shaping the quarter.

07/16/2025

Tons of tax saving and tax planning opportunities in the the OBBB, but you are going to have spend quite a bit of time studying up on it if you don't have a great CPA or Certified Financial Planner. At Elevation Wealth Partners we have both.

Designed to address the expiration of key provisions in the 2017 Tax Cuts and Jobs Act, this landmark tax and spending bill has just rewritten major parts of the U.S. tax code—permanently. With over three dozen changes packed into 900 pages, the new law touches everything from your paycheck to you...

01/28/2024

How cool would it be if you got to work with one of your best friends, who also happened to be one of the smartest people you know with an impressive professional background? Well that’s exactly what happened when Barry Mendelson's good friend Steve Block joining ZRC Wealth Management, LLC as a Wealth Advisor and Partner. All of us at ZRC could not be more excited about lays ahead for our growing roster of clients.

ZRC Wealth Management is proud to announce the addition of Steve Block, CFA, as a Wealth Advisor and Partner. With four decades of experience in financial services, Mr. Block brings a wealth of knowledge and a strong track record of helping clients achieve their financial goals through investment an...

Address

200 Pringle Avenue, Suite 400
Walnut Creek, CA
94596

Website

http://www.elevationwp.com/

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